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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,285 | $185,883-88.0% | $170,043-86.9% | $139,466-84.0% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 31.95% | 60.54%-28.6pp | 53.40%-21.5pp | 373.66%-341.7pp |
| Employer contribution / active EE | $1,694 | $7,596-77.7% | $6,790-75.1% | $4,754-64.4% |
| Participant deferral / active EE | $3,110 | $11,626-73.2% | $10,410-70.1% | $6,712-53.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |